CRM Features
Add Tags on Contact
Easily categorize and segment contacts with custom tags. Find and filter the right people in seconds for targeted outreach.
Send Review Request
Request feedback from customers instantly. Boost credibility with more positive reviews on the platforms that matter.
Email Verification
Ensure every email you send reaches the right inbox. Reduce bounce rates and maintain a clean, verified contact list.
Bulk WhatsApp, SMS & Email
Reach your audience on multiple channels at once. Send personalised campaigns in bulk to drive higher engagement.
Create a Task
Assign and manage tasks in just a click. Keep your team on schedule with clear responsibilities and deadlines.
Notes
Add quick notes to any contact or deal. Store important details so you never lose context during conversations.
Create Documents
Generate professional proposals, contracts, or agreements. Save time with ready-to-use templates and instant sharing.
Create Invoice, Estimate & Manage Card
Send accurate invoices and estimates in minutes. Track payments and manage cards directly from your CRM.
Internal Communication
Collaborate with your team in one place. Share updates, discuss deals, and stay aligned on every project.
Manage Companies
Organize all your B2B contacts under company profiles. View every interaction, deal, and document in one place.
User-Friendly Interface
Enjoy an intuitive design that requires no learning curve. Navigate, manage, and grow your sales pipeline with ease.
Mobile App (Free)
Access your CRM anytime, anywhere. Manage leads, deals, and communication right from your smartphone.
Inbound Leads and Social Leads
Capture leads directly from your website and social channels. Never miss an opportunity from any source.
Opportunity Analysis
Understand which deals are most likely to close. Focus your time and resources on the highest-value opportunities.
Track Activities
Log calls, meetings, and emails automatically. Keep a complete history of every interaction for better follow-ups.
Live Chat
Engage visitors instantly with live chat. Convert more leads while they’re active and ready to connect.
Pipeline Management
Visualize every deal stage in your pipeline. Move prospects smoothly from first contact to closed deal.
Schedule Appointments
Book meetings without back-and-forth emails. Let clients choose a time that works, synced with your calendar.
Multi-Address Manage
Store and manage multiple addresses for each contact or company. Perfect for businesses with multiple locations.
CRM Dashboard
View all your KPIs, leads, and deals at a glance. Make informed decisions with real-time data.
Multi-Team
Manage multiple sales teams in one platform. Assign roles, track performance, and ensure smooth collaboration.
Automation
Automate repetitive tasks like follow-ups and reminders. Free up time for what matters — closing deals.
Unleash Your Sales Power
with SmartWebi CRM
Fuel growth, close deals faster, and manage sales like a pro
Company
AI Products
How we can help? +1-878-867-3607
